FMG Welcomes Matt Newman as Chief Revenue Officer to Drive Expansion in Wealth Management and Insurance

FMG Boosts Leadership with Matt Newman as Chief Revenue Officer

FMG, a leader in marketing automation solutions for financial advisors, has recently announced the strategic appointment of Matt Newman as its new Chief Revenue Officer (CRO). Newman, who brings over 30 years of global expertise in growing different fintech and service businesses, will play a pivotal role in enhancing FMG's growth strategies across its two primary brands: FMG, which focuses on wealth management, and Agency Revolution, which serves the insurance sector.

New Directions in Enterprise Revenue

As the financial landscape evolves with technological advancements, particularly in artificial intelligence (AI), the need to adapt is more crucial than ever. Organizations within the financial sector need to streamline their operations, consolidating vendors and creating integrated systems that can facilitate compliant and secure growth. The growing demand for personalized client experiences makes Newman's role increasingly significant. According to FMG's CEO, Dave Christensen, the company is at a turning point where having robust systems is vital to maintain scalable growth. Newman's appointment aims to bolster the entire revenue system, ensuring a seamless client experience from initial contact through to sustained growth.

Matt Newman's Extensive Background

Before joining FMG, Newman served as the Chief Revenue Officer at Hearsay from 2021 until its 2024 acquisition by Yext. His time at Hearsay was marked by leading various revenue-focused teams to notable achievements. Newman also held a significant position at Institutional Shareholder Services (ISS), where he played an essential role during the company's transition from a subdivision of MSCI to its acquisition by Deutsche Börse. His extensive experience is complemented by leadership roles in product development, customer success, and sales across various firms.

In his own words, Newman remarks, "I'm excited to join FMG in a time where the demand for organic growth amid pressures of system integration is high. With advancing AI technologies, expectations for customer relevance, personalized service, and rapid engagement are surging while security and compliance standards remain stringent. My aim is to streamline our market approach and customer growth strategies, helping our enterprise clients equip their advisors to enhance trust, discoverability, and conversion rates efficiently."

The Road Ahead for FMG

FMG acknowledges the current landscape of wealth management, highlighting the growing sophistication required to achieve organic growth successfully. Increasingly, financial firms are realizing the challenges of disjointed workflows that obscure growth metrics. FMG's commitment to integrating various operational models will enable its clients to navigate these complexities more effectively.

Christensen emphasizes that many firms currently find themselves ensnared in disconnected processes that hinder their ability to track and improve organic growth—particularly under the increased reliance on AI for customer engagement. FMG aims to create unified systems that allow for measurable and repeatable growth while supporting centralized strategies and empowering advisors to operate with compliance.

About FMG

Founded as a comprehensive marketing platform, FMG has emerged as a trusted partner for financial advisors and insurance professionals, boasting over 80,000 advisors that reach approximately 45 million investors across the United States. Consistently ranked as a top player in market share and client satisfaction, FMG's platform enables users to manage an array of marketing activities from a single interface, facilitating effective engagement with their broader audience. As FMG continues to lead the industry in digital marketing practices, the appointment of Matt Newman is seen as a strategic step towards strengthening its market position and ensuring its clients are not only kept up-to-date with trends but also thrive in an increasingly competitive environment.